See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,409 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,553 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,341 | $86,332+55.6% | $125,175+7.3% | $65,185+106.1% |
| Participation rate | 81.5% | 75.3%+6.2pp | 79.8%+1.7pp | 70.2%+11.3pp |
| Annual return | 26.07% | 27.43%-1.4pp | 43.79%-17.7pp | 29.38%-3.3pp |
| Employer contribution / active EE | $3,290 | $2,040+61.3% | $3,865-14.9% | $2,177+51.2% |
| Participant deferral / active EE | $10,100 | $3,537+185.5% | $4,937+104.6% | $3,514+187.4% |
| Admin fee / account holder | $63 | $609-89.6% | $9,702-99.3% | $847-92.5% |